Intel is staggering shipments of its Core Ultra 200HX Plus chips to OEMs, prioritizing early adopters like Lenovo and Razer while others, including ASUS, face delays until late May. The "Arrow Lake-HX Refresh" processors are arriving in waves due to TSMC's manufacturing constraints, which limit Intel's capacity allocation. Lower-margin mobile market demands have further restricted supply, forcing staggered releases. Dell and HP will receive allocations by March, while MSI and Origin PC face second-quarter shipments.

This supply chain bottleneck highlights Intel's reliance on external fabrication and the competitive rush to secure cutting-edge silicon for premium laptops.